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Name Holding Trade Value Shares
Change
Change in
Stake
CCMG
651
Clark Capital Management Group
Pennsylvania
$435K +$179K +225 +70%
SPC
652
Sigma Planning Corp
Michigan
$417K +$114K +143 +38%
ST
653
Smithfield Trust
Pennsylvania
$415K -$62K -78 -13%
MNBTD
654
Moody National Bank Trust Division
Texas
$413K +$26.2K +33 +7%
RI
655
Redwood Investments
Massachusetts
$410K +$409K +515 New
ST
656
Sentinel Trust
Texas
$410K +$409K +515 New
OWA
657
Opal Wealth Advisors
New York
$407K +$53.2K +67 +15%
Renaissance Technologies
658
Renaissance Technologies
New York
$406K +$400K +503 New
VFA
659
Values First Advisors
Tennessee
$405K +$26.2K +33 +7%
HWIS
660
Hancock Whitney Investment Services
Louisiana
$402K +$401K +505 New
IUHSA
661
Itau Unibanco Holding S.A.
Brazil
$398K +$397K +500 New
OIS
662
Okabena Investment Services
Minnesota
$398K +$397K +500 New
GA
663
Geller Advisors
New York
$397K +$1.59K +2 +0.4%
JE
664
JMAC Enterprises
Pennsylvania
$395K +$484K +609 New
RM
665
Resource Management
Louisiana
$391K +$87.4K +110 +29%
IF
666
Intrua Financial
Texas
$390K +$3.97K +5 +1%
MAM
667
McLean Asset Management
Virginia
$388K -$187K -235 -31%
WCAMG
668
Woodard & Company Asset Management Group
North Carolina
$388K – – –
OPS
669
Orion Portfolio Solutions
Nebraska
$386K +$122K +153 +46%
HNB
670
Huntington National Bank
Ohio
$384K +$239K +301 +166%
CFG
671
Cooper Financial Group
California
$384K +$383K +482 New
IFWM
672
Institute for Wealth Management
Colorado
$381K +$27.8K +35 +8%
MPCG
673
Matrix Private Capital Group
New York
$379K +$5.56K +7 +1%
AAS
674
Ameritas Advisory Services
Nebraska
$379K +$378K +476 New
IWM
675
IHT Wealth Management
Illinois
$378K +$7.94K +10 +2%